afv-library/skills/platform-data-manage/assets/soql/child-to-parent.soql

-- ═══════════════════════════════════════════════════════════════════════════════
-- CHILD-TO-PARENT QUERY (Dot Notation Pattern)
-- ═══════════════════════════════════════════════════════════════════════════════
--
-- Traverse UP the relationship hierarchy using dot notation.
-- Access parent fields directly from the child record query.
--
-- USE WHEN:
-- • Starting from child object and need parent details
-- • Filtering based on parent field values
-- • Need to flatten parent-child data into a single row
--
-- LIMITS:
-- • Maximum 5 levels of parent traversal
-- • Standard objects use relationship name (e.g., Account.Name)
-- • Custom objects use __r suffix (e.g., Custom_Parent__r.Name)
--
-- ═══════════════════════════════════════════════════════════════════════════════

-- ───────────────────────────────────────────────────────────────────────────────
-- BASIC: Contact with Account details
-- ───────────────────────────────────────────────────────────────────────────────
SELECT Id, FirstName, LastName, Email, Phone,
    Account.Id,
    Account.Name,
    Account.Industry,
    Account.Type
FROM Contact
WHERE Account.Industry = 'Technology'
ORDER BY Account.Name, LastName

-- ───────────────────────────────────────────────────────────────────────────────
-- TWO LEVELS: Contact with Account and Account Owner
-- ───────────────────────────────────────────────────────────────────────────────
SELECT Id, FirstName, LastName, Email,
    Account.Name,
    Account.Industry,
    Account.Owner.Name,
    Account.Owner.Email,
    Account.Owner.Department
FROM Contact
WHERE Account.Owner.IsActive = true
AND Account.Type = 'Customer'

-- ───────────────────────────────────────────────────────────────────────────────
-- THREE LEVELS: Opportunity Line Item to Product to Product Family
-- ───────────────────────────────────────────────────────────────────────────────
SELECT Id, Name, Quantity, UnitPrice, TotalPrice,
    Opportunity.Name,
    Opportunity.StageName,
    Opportunity.Account.Name,
    Product2.Name,
    Product2.ProductCode,
    Product2.Family
FROM OpportunityLineItem
WHERE Opportunity.StageName = 'Closed Won'
AND Opportunity.CloseDate = THIS_YEAR

-- ───────────────────────────────────────────────────────────────────────────────
-- CASE with Account and Contact chain
-- ───────────────────────────────────────────────────────────────────────────────
SELECT Id, CaseNumber, Subject, Status, Priority,
    Account.Name,
    Account.Industry,
    Account.BillingCity,
    Contact.Name,
    Contact.Email,
    Contact.Phone,
    Owner.Name
FROM Case
WHERE Status = 'New'
AND Account.Type = 'Customer'
ORDER BY Priority DESC, CreatedDate ASC

-- ───────────────────────────────────────────────────────────────────────────────
-- TASK with polymorphic Who and What (simple version)
-- ───────────────────────────────────────────────────────────────────────────────
SELECT Id, Subject, Status, ActivityDate,
    Who.Name,
    What.Name,
    Owner.Name
FROM Task
WHERE Status != 'Completed'
AND ActivityDate <= NEXT_WEEK
ORDER BY ActivityDate ASC

-- ───────────────────────────────────────────────────────────────────────────────
-- FILTERING on parent fields
-- ───────────────────────────────────────────────────────────────────────────────
SELECT Id, Name, StageName, Amount, CloseDate
FROM Opportunity
WHERE Account.Industry IN ('Technology', 'Healthcare', 'Finance')
AND Account.AnnualRevenue > 1000000
AND Account.BillingCountry = 'USA'
AND StageName NOT IN ('Closed Won', 'Closed Lost')

-- ───────────────────────────────────────────────────────────────────────────────
-- CUSTOM OBJECT: Child to Custom Parent
-- Replace field names with your actual API names
-- ───────────────────────────────────────────────────────────────────────────────
-- SELECT Id, Name, Amount__c, Date__c,
--     Parent_Object__r.Name,
--     Parent_Object__r.Status__c,
--     Parent_Object__r.Account__r.Name,
--     Parent_Object__r.Account__r.Owner.Name
-- FROM Child_Object__c
-- WHERE Parent_Object__r.Status__c = 'Active'
-- AND Parent_Object__r.Account__r.Industry = 'Technology'

-- ───────────────────────────────────────────────────────────────────────────────
-- SELF-REFERENTIAL: Account hierarchy (ParentId)
-- ───────────────────────────────────────────────────────────────────────────────
SELECT Id, Name, Industry, Type,
    Parent.Name AS ParentAccountName,
    Parent.Industry AS ParentIndustry,
    Parent.Parent.Name AS GrandparentAccountName
FROM Account
WHERE ParentId != null
ORDER BY Parent.Name, Name

-- ───────────────────────────────────────────────────────────────────────────────
-- USER hierarchy (ManagerId)
-- ───────────────────────────────────────────────────────────────────────────────
SELECT Id, Name, Username, Title, Department,
    Manager.Name AS ManagerName,
    Manager.Title AS ManagerTitle,
    Manager.Manager.Name AS SkipLevelManagerName
FROM User
WHERE IsActive = true
AND ManagerId != null
ORDER BY Manager.Name, Name

-- ═══════════════════════════════════════════════════════════════════════════════
-- APEX PROCESSING PATTERN
-- ═══════════════════════════════════════════════════════════════════════════════
/*
// Query with parent fields
List<Contact> contacts = [
    SELECT Id, FirstName, LastName,
        Account.Name,
        Account.Industry,
        Account.Owner.Name
    FROM Contact
    WHERE Account.Industry = 'Technology'
];

// Access parent fields directly
for (Contact con : contacts) {
    System.debug('Contact: ' + con.FirstName + ' ' + con.LastName);
    System.debug('  Account: ' + con.Account.Name);
    System.debug('  Industry: ' + con.Account.Industry);
    System.debug('  Owner: ' + con.Account.Owner.Name);
}
*/

-- ═══════════════════════════════════════════════════════════════════════════════
-- SF CLI USAGE
-- ═══════════════════════════════════════════════════════════════════════════════
-- sf data query \
--   --query "SELECT Id, Name, Account.Name, Account.Industry FROM Contact LIMIT 10" \
--   --target-org myorg \
--   --json